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  • Rethinking the Consumer Recovery: Even Gambling Is Down  [View article]
    I was at the Trop in Atlantic City last weekend and it was packed...I even contributed some funds to the struggling industry...he he.
    Sep 10 22:34 pm |Rating: 0 0 |Link to Comment
  • Markets are up 4% in a month as volume continues to shrink; sure, money's not just sitting on the sidelines - it's running away.  [View news story]
    I wish people would stop complaining about how 'overextended' we are. Good Lord, just go with the flow. If you've been in cash or short, that's a bummer.
    Sep 10 22:28 pm |Rating: +1 -1 |Link to Comment
  • Nf Energy Exploits Multiple China Industry Trends (Part II) [View article]
    Thanks for the insight, I look forward to doing my own DD on this one...your team also had a great call on CGA. What do you think of CNOA? Many thanks!
    Aug 19 00:41 am |Rating: +1 0 |Link to Comment
  • Gold Is Consolidating: Prelude to a Breakout? [View article]
    I hope so...owning gold stocks now is like watching grass grow.
    Aug 12 08:18 am |Rating: +2 0 |Link to Comment
  • Agriculture Showing Resilience During Recession [View article]
    The world still needs food. I'm long CGA as Chinese Ag play. I also like MOO.
    Jun 18 01:16 am |Rating: 0 0 |Link to Comment
  • Alternative Energy Bull Market Coming  [View article]
    Informative piece, thank you...nice to hear some analysis on Geothermal and LNG which are not as 'en fuego' as solar right now.
    Jun 12 08:11 am |Rating: +1 0 |Link to Comment
  • Top 10 ETFs for a Rising China [View article]
    I like CNOA and CGA as Chinese Ag plays...but for those who don't have time to do their homework or stomach the volatility of individual names the author gives us some nice options.
    Jun 09 13:23 pm |Rating: 0 0 |Link to Comment
  • Five Reasons to Invest in China Green Agriculture [View article]
    I've not heard of this company before, thanks for the information. Do you like GRO or FEED?
    Apr 15 08:32 am |Rating: 0 0 |Link to Comment
  • If the Fed Is Printing Money, I'm Buying Junior Gold Miners [View article]
    Good piece!

    I picked up some NG
    Mar 19 08:09 am |Rating: 0 0 |Link to Comment
  • Meredith Whitney on CNBC says consumer credit is shrinking faster than expected, and she now believes credit lines will shrink by about $2.7T. Expect more financial sector turmoil this year, she says - just that different assets will be purged.  [View news story]
    Does she ever have anything constructive to add? We all know she's heavily short all financial insitutions.
    Mar 17 08:26 am |Rating: +2 -4 |Link to Comment
  • Uranium Producers: Worth a Look [View article]
    I like URRE although it's certainly a spec play
    Mar 13 13:03 pm |Rating: 0 -1 |Link to Comment
  • Betting That This Time, the House Doesn't Wynn [View article]
    You failed to mention WYNN and LVS operations overseas. China/Asia-Pacific region is not in bad as shape as we are. Maybe I'm a bit optimistic but people will not completely ignore Vegas unless unemployment hits 20 to 30%. Note, I am long LVS.
    Mar 12 18:17 pm |Rating: 0 0 |Link to Comment
  • Citigroup: Will Pandit's Optimism Lure Investors? [View article]
    C goes to double digits :) But I'm an eternal optimist.
    Mar 11 07:59 am |Rating: +1 0 |Link to Comment
  • Still Cautious About This Rally [View article]
    Does anyone have a time horizon of more than a day anymore? Silly me for thinking stocks will likely be higher a year from now and the world is not ending.
    Mar 11 07:49 am |Rating: +2 -1 |Link to Comment
  • Solar Stocks: Citi Says Still Too Early to Buy [View article]
    I like CSIQ...I'm willing to wait out the storm.
    Mar 06 16:33 pm |Rating: +1 0 |Link to Comment
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